Citizens
Builtin · Indexed 2026-10-05
Wealth Ops Specialist - Wealth Contact Center
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Indexed description
Citizens Wealth Ops Specialist - Wealth Contact Center Reposted 2 Hours AgoSaved In-Office Johnston, RI, USA Junior JuniorDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationHandle incoming wealth management customer calls, resolve inquiries, and provide high-quality service. Develop expertise in stocks, bonds, mutual funds, annuities, brokerage accounts, trades, and money movements. Support Financial Advisors, Sales Assistants, Risk Management, and Compliance teams while identifying opportunities to connect clients with Financial Advisors.
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